RTC Wealth Access

Finance

Free · Designed for iPad

Riverview Trust Company's premium client portal for Wealth Management clients. Riverview Trust Company (“RTC”) has partnered with Wealth Access to provide a clear, complete and secure way for you to view your personal account holdings, trades and transactions from anywhere. Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all your assets and liabilities into one secure platform. RTC Wealth Access is available by contacting your RTC relationship manager today. Key Wealth Access Features: • View entire portfolio in real time • Simplified reporting and access • Accessible from anywhere • Client service team to assist in aggregation set-up and onboarding • Fully integrated with the industry’s leading financial planning systems • Ability to store financial documents in a secure, digital vault • Shareable with bankers, accountants, attorneys and family members Riverview Trust Company ("RTC") is a wholly owned subsidiary of Riverview Bank. A Washington state-chartered trust company, RTC provides investment management, wealth planning and trust services to clients across the Pacific Northwest.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Updated Name, Description, and Promotional Text.

Version 1.1

The developer, Riverview Community Bank, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • Riverview Community Bank
    • Size
      • 2.5 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 17.0 or later.
      • iPhone
        Requires iOS 17.0 or later.
      • iPad
        Requires iPadOS 17.0 or later.
      • Mac
        Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © 2022 Wealth Access, Inc
  • Developer Website
  • Privacy Policy

    • More by Riverview Community Bank

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